EPIM
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Evelyn Partners Investment Management’s Arm ARM Stock Holding History

Evelyn Partners Investment Management’s Portfolio ARM Stock Details ARM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$227K Buy
1,500
+600
+67% +$72.8K 0.01% 199
2025
Q4 		$98.4K Buy
+900
New +$131K ﹤0.01% 243

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

Evelyn Partners Investment Management's ARM Position: Q1 2026 in Review

Evelyn Partners Investment Management increased its Arm (ARM) stake by 67% in Q1 2026, buying an estimated $72.8K and bringing the position to 1,500 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #199.

Evelyn Partners Investment Management first reported a position in ARM in Q4 2025 and has held it in 2 quarters since. 742 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

  • Evelyn Partners Investment Management held 1,500 shares of Arm worth $227K as of Q1 2026.
  • Evelyn Partners Investment Management bought 600 Arm shares in Q1 2026, an estimated $72.8K.
  • Arm made up 0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #199 holding.
  • Evelyn Partners Investment Management first reported a position in Arm in Q4 2025 and has held it in 2 quarters since.
  • 742 funds tracked by Wall St. Rank held Arm as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.